Sepio Capital offers customized investment solutions through discretionary investment management, financial planning, and related advisory services. They primarily use proprietary investment strategies or unaffiliated money managers to build client portfolios. Sepio also provides sub-advisory services to registered investment companies and manages pooled investment vehicles. Strategic planning and consulting services are available, and retirement plan advisory services are offered to plan sponsors.
Fee Structure
Sepio Capital's investment advisory fees typically range from 0.50% to 1.00% of your portfolio's value per year, depending on the size of your account, the complexity of services, and the investment strategies used. Fees are paid monthly, in advance. Some clients may have fixed annual fees or pay quarterly. The fees include financial planning and consulting services, unless you hire Sepio Capital separately for financial planning.